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president obama last year in the grand bargain talks with house speaker boehner talked about more ambitious proposals than medicare than he's advocated so far like raising the eligibility age from 65 to 67. hasn't said a word about that in the election campaign so far. you can expect the two to clash on that issue, as well. >> john, i know you've looked at some poll numbers from the journal and nbc news. maybe a slight tightening on a national level. but certainly in some important states like ohio, the president continues to lead. i know you've said the romney strategists believe they need ohio. if it's mathematically possible to win without it, why do they still believe they need it? >> well, because if you don't win ohio, you're probably not going to win, say, wisconsin, which is another mid western state, paul ryan's on the ticket, that moves in similar ways to the state of ohio. it's hard to piece together especially given the overwhelming dominance by the president of the hispanic vote, states like colorado where we are right now, or nevada. so ohio may be a better shot for mitt romne
and the quarterback has a red jersey on and says, you can't hit him. well, barack obama hasn't been hit in four years and he got hit last night. >> you're not saying when romney says maybe i need a new accountant, you don't think it's playing cards close to the vest, saving it, trying to run out the clock, this wasn't intentional? >> there is the point, hey, giev the lead, i don't want to make a mistake but they say the best defense is a good offense. you started with talking about offense. you're either on offense or defense, and last night barack obama was on defense. i was shocked we didn't hear about the 47%, they didn't hammer home the themes. he was searching at times for criticism on romney. romney kept him on the ropes. so issue after issue it was mitt romney on offense and the president on defense. >> try to dry some parallels, dan, to that debate between president bush and john kerry. kerry was largely seen at the time to have won at least debate number one. of course, we all know what eventually happened in that race. how much does last night move the polls, do you think? >> it will be int
and it will limit the upside for next year. >> is there a point at which you see obama in the polls and you say actually now i believe that we are going to get the tax hikes and the market should fall? there must be a watershed quite soon as we head towards particularly what happens in the house and the senate. >> our focus has been on the senate. we think that's what's going to mostly influence the outcome. i hope there's appetite to see the rates low. i don't see a benefit from raising them. i would call a coin toss on the senate outcome. but wiser minds will see the wisdom of helping the fed in its efforts to stimulate asset prices by not onerously raising taxes on the most important asset class other than homes. >> have you actually calculated a number? you said it would give back some of the rally. but is there a number or a percentage? >> 12-month price target is 1,500. we've written in our research that 1,600 would be a reasonable 2013 end. i need to see an acceleration in global growth. >> contingent on both, not just the tax issue? >> both. somewhere between 1,500 and 1,600. >> david,
president obama's address speaking this morning in fairfax, virginia. we expect him to mention the jobs number today. the unemployment rate falling to 7.8%. first time below 8% in about four years. when that starts we'll bring it to you. in the meantime -- here's what you missed earlier on this morning. >> welcome to hour three of "squawk on the street". here's what's happening so far. >> the thing is that you got to play this in the short term. equity market looks great. risk on is every where. go out the beta curve. trade. >> so do it. >> you can create excuses for these guys if you want to, but the fact of the matter is every single jobs bill the republicans in congress have voted against. >> september nonfarm payrolls increased by 114,000 jobs. 7.8% is the new unemployment rate. >> the report is good. hours worked up. pay up. july up. i'm not political. trying to make money here. >> when you play -- >> past tens? >> then we just -- i have like seven people who might draw something from three months ago. it was bad. it was a fad zynga might be a fad. >> unbelievable jobs numbers, the
in europe are overblown. he thinks europe could be break even within about three years. moving on, he talked about cigna. he said that hmos are generally a beaten down sector, but that cigna is in a much better position than competitors. less vulnerable to the issues of obama care than others. this might have surprised people. he said chipotle is under a major threat from talk woe bell. 4,000 consumers talked about how they liked taco bell and the recent menu rolled out. einhorn thinks this could pose a competitive problem for chipolte in the years to come. >> just to be clear, he did not say he was going long yum, did he? >> good question. someone did ask him that in the follow-up, and he said, look, i like what's going on at yum, but i'm a little nervous about two things and i'm sure there were others. kfc in china he thinks has issues and imt not convinced there's anything good going on at pizza hut. for those reasons he's on the sidelines. he thinks taco bell is in a great competitive spot. >> kate kelly join you go us from the value investing congress. when we come back, he's the man re
Search Results 0 to 4 of about 5